A detailed history of Spring Vest Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 154,427 shares of DFAI stock, worth $5.43 Million. This represents 4.32% of its overall portfolio holdings.

Number of Shares
154,427
Previous 136,696 12.97%
Holding current value
$5.43 Million
Previous $4.27 Billion 25.05%
% of portfolio
4.32%
Previous 3.54%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025

BUY
$28.02 - $34.71 $496,822 - $615,443
17,731 Added 12.97%
154,427 $5.34 Billion
Q1 2025

May 06, 2025

BUY
$28.88 - $32.4 $180,095 - $202,046
6,236 Added 4.78%
136,696 $4.27 Billion
Q4 2024

Mar 10, 2025

BUY
$29.0 - $31.6 $3.78 Million - $4.12 Million
130,460 New
130,460 $3.81 Billion

Others Institutions Holding DFAI

About DIMENSIONAL ETF TR


  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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